TTokylo

Customer operations, on one record

One customer record.
Every revenue motion.

Tokylo connects sales, marketing, service, and commerce around shared customer context, then gives teams a governed place to automate the work between them.

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01

Shared customer record

Contacts, companies, deals, activity, service, and commercial context.

04

Connected workspaces

Sales, Marketing, Service, and Commerce use the same operating context.

Platform architecture

Built around the customer, not the tool boundary.

Each workspace contributes to the same customer operating model. Teams can follow a relationship without rebuilding context at every handoff.

01 / RECORD

Shared customer record

Customer identity and relationship context form the base layer for the work above it.

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03 / CONTROL

Governed automation

Use permissions, workspace controls, and reviewable workflows to contain higher-risk operations.

Explore AI workflows

Sales

Manage contacts, companies, deals, sequences, and pipeline work.

Marketing

Build audiences, campaigns, forms, and revenue attribution workflows.

Service

Connect tickets, service history, SLA rules, and customer context.

Commerce

Keep quotes, contracts, billing, and revenue operations linked to the deal.

Connected workflows

Follow the work across the whole customer lifecycle.

01

Move a deal from first contact to close

Keep account context, pipeline activity, sales tasks, and forecasting in the same operating view.

Explore Sales

02

Turn engagement into qualified pipeline

Connect audiences and campaign activity to the customer record used by the revenue team.

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03

Resolve issues with full account context

Bring service work, customer history, and escalation rules together without recreating the account record.

Explore Service

04

Carry the commercial record into quote-to-cash

Keep the deal connected as teams prepare quotes, manage approvals, and continue into billing operations.

Explore Commerce

Move from your current CRM with a defined scope.

Tokylo provides configured migration paths for Salesforce and HubSpot. Each path requires administration, setup, and field review.

Review integration scope

SALESFORCE

Manual, admin-triggered import

  • Contacts and Accounts
  • Mapped Opportunity updates
  • Available only for configured workspaces

HUBSPOT

Private-app connector

  • Contacts, companies, and deals
  • Connector setup required
  • Field mapping required before use

Availability depends on workspace configuration, administrator access, connector credentials, and enabled product controls. Migration scope should be confirmed during setup.

Start with the customer journey your team needs to improve.

We’ll review your current systems, workspace requirements, and the controls needed for a practical rollout.

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